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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

WISHBONE MANAGEMENT, LP

CRD 283479

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5aaaf017-e2bd-0147-c6d8-c2cc161fb617

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 9
On other graphs: 0
Observed: Apr 19, 2016 to Mar 31, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 22
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 4
Private funds: 1Schedule D 7.B(1)
SEC number: 801-107735
CRD: 283479
Filings on the tape: 18
First filed: Apr 19, 2016
Latest filed: Mar 31, 2026
Organised: Limited Partnership, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
WISHBONE FUND, LTD.	Hedge Fund	$1.2B	Mar 27, 2024	153	Jan 30, 2012	reported	021-106393

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Dennis, Patrick, Lewis	CHIEF FINANCIAL OFFICER	Na	yes	12/2017	Mar 30, 2022	Mar 27, 2024
HARRIS, JOHN, BROOKS	Shareholder	D	yes	02/2007	Apr 19, 2016	Mar 27, 2024
HARRIS, JOHN, BROOKS	MANAGING MEMBER	D	yes	02/2007	Apr 19, 2016	Mar 27, 2024
HARRIS, JOHN, BROOKS	Trustee	F	yes	05/2004	Apr 19, 2016	Mar 27, 2024
Harris, King, William Wishbone	Trustee	F	yes	05/2004	Apr 19, 2016	Mar 27, 2024
LEE-COTOIA, YAU DUN	CHIEF COMPLIANCE OFFICER	Na	yes	03/2022	Mar 30, 2022	Mar 27, 2024
Rusk, JENNIFER, E	CHIEF OPERATING OFFICER	Na	yes	09/2023	Mar 27, 2024	Mar 27, 2024
THE JOHN HARRIS 2004 DESCENDANTS TRUST	Shareholder	C	yes	02/2007	Apr 19, 2016	Mar 27, 2024
WISHBONE MANAGEMENT GP LLC	GENERAL PARTNER	Na	yes	02/2007	Apr 19, 2016	Mar 27, 2024
THE JOHN HARRIS 2004 DESCENDANTS TRUST	LIMITED PARTNER	B	no	02/2007	Apr 19, 2016	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WISHBONE INVESTORS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.1B	$1.1B	22	5	1	1	n/a
2024	Mar 28, 2025	$912M	$912M	21	5	1	1	n/a
2023	Mar 27, 2024	$1.2B	$1.2B	21	5	1	1	$1.2B
2022	Mar 31, 2023	$1.0B	$1.0B	23	6	1	1	$1.0B
2021	Mar 30, 2022	$1.3B	$1.3B	25	6	1	1	$1.3B
2020	Mar 18, 2021	$1.3B	$1.3B	25	6	1	1	$1.3B
2019	Mar 23, 2020	$769M	$769M	24	6	1	1	$769M
2018	Mar 29, 2019	$592M	$0	7	4	1	n/a	n/a
2017	Mar 31, 2018	$399M	$0	6	3	1	n/a	n/a
2016	Mar 30, 2017	$233M	$0	6	3	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$912M	22.6%	$1.0B	3.5%	22	21	1	1

Relationships

Advises (1)

→ WISHBONE FUND, LTD.Private fundHedge Fund, IA
Jan 30, 2012 to presentfactForm ADV

Affiliated with (1)

← RUANE, CUNNIFF & GOLDFARB INC.Registered adviserother investment adviser, bank, pooled vehicle sponsor
factForm ADV

Controls (7)

← HARRIS, JOHN, BROOKSOwnerTRUSTEE, ownership code F, individual
Apr 19, 2016 to Mar 27, 2024factForm ADV
← Rusk, JENNIFER, EOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 27, 2024 to Mar 27, 2024factForm ADV
← LEE-COTOIA, YAU DUNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2022 to Mar 27, 2024factForm ADV
← Dennis, Patrick, LewisOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 30, 2022 to Mar 27, 2024factForm ADV
← Harris, King, William WishboneOwnerTRUSTEE, ownership code F, individual
Apr 19, 2016 to Mar 27, 2024factForm ADV
← THE JOHN HARRIS 2004 DESCENDANTS TRUSTOwnerSHAREHOLDER, ownership code C, domestic entity
Apr 19, 2016 to Mar 27, 2024factForm ADV
← WISHBONE MANAGEMENT GP LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Apr 19, 2016 to Mar 27, 2024factForm ADV

Owns (1)

← THE JOHN HARRIS 2004 DESCENDANTS TRUSTOwnerLIMITED PARTNER, ownership code B, domestic entity
Apr 19, 2016 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 27, 2024
Control person left
Dearholt Wendy Goodrich (Chief Operating Officer) no longer on Schedule A of Wishbone Management, Lp (listed 2023-12-11, absent 2024-03-27)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2024
Control person joined
E Jennifer Rusk (Chief Operating Officer) appeared on Schedule A of Wishbone Management, Lp
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person joined
Yau Dun Lee (Chief Compliance Officer) appeared on Schedule A of Wishbone Management, Lp
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person joined
Dearholt Wendy Goodrich (Chief Operating Officer) appeared on Schedule A of Wishbone Management, Lp
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person joined
Lewis Patrick Dennis (Chief Financial Officer) appeared on Schedule A of Wishbone Management, Lp
Form ADVobserved 5 days ago
Occurred
Mar 18, 2021
Regulatory AUM changed
Wishbone Management, Lp reported RAUM $1.3B, up 66% from $769.3M (2020-03-23 to 2021-03-18)
Form ADVobserved 5 days ago
$506M
Occurred
Mar 29, 2019
Regulatory AUM changed
Wishbone Management, Lp reported RAUM $591.5M, up 48% from $399.0M (2018-03-31 to 2019-03-29)
Form ADVobserved 5 days ago
$193M
Occurred
Mar 31, 2018
Regulatory AUM changed
Wishbone Management, Lp reported RAUM $399.0M, up 71% from $232.8M (2017-03-30 to 2018-03-31)
Form ADVobserved 5 days ago
$166M
Occurred
Apr 19, 2016
First Form ADV filing
Wishbone Management, Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5aaaf017-e2bd-0147-c6d8-c2cc161fb617
First observed: Apr 19, 2016
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WISHBONE MANAGEMENT, LP

CRD 283479

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5aaaf017-e2bd-0147-c6d8-c2cc161fb617

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:28 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

WISHBONE FUND, LTD.

Hedge Fund

$1.2B

Mar 27, 2024

153

Jan 30, 2012

reported

021-106393

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Dennis, Patrick, Lewis

CHIEF FINANCIAL OFFICER

yes

12/2017

Mar 30, 2022

Mar 27, 2024

HARRIS, JOHN, BROOKS

Shareholder

yes

02/2007

Apr 19, 2016

Mar 27, 2024

HARRIS, JOHN, BROOKS

MANAGING MEMBER

yes

02/2007

Apr 19, 2016

Mar 27, 2024

HARRIS, JOHN, BROOKS

Trustee

yes

05/2004

Apr 19, 2016

Mar 27, 2024

Harris, King, William Wishbone

Trustee

yes

05/2004

Apr 19, 2016

Mar 27, 2024

LEE-COTOIA, YAU DUN

CHIEF COMPLIANCE OFFICER

yes

03/2022

Mar 30, 2022

Mar 27, 2024

Rusk, JENNIFER, E

CHIEF OPERATING OFFICER

yes

09/2023

Mar 27, 2024

THE JOHN HARRIS 2004 DESCENDANTS TRUST

Shareholder

yes

02/2007

Apr 19, 2016

Mar 27, 2024

WISHBONE MANAGEMENT GP LLC

GENERAL PARTNER

yes

02/2007

Apr 19, 2016

Mar 27, 2024

THE JOHN HARRIS 2004 DESCENDANTS TRUST

LIMITED PARTNER

02/2007

Apr 19, 2016

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WISHBONE INVESTORS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.1B

n/a

2024

Mar 28, 2025

$912M

n/a

2023

Mar 27, 2024

$1.2B

2022

Mar 31, 2023

$1.0B

2021

Mar 30, 2022

$1.3B

2020

Mar 18, 2021

$1.3B

2019

Mar 23, 2020

$769M

2018

Mar 29, 2019

$592M

n/a

2017

Mar 31, 2018

$399M

n/a

2016

Mar 30, 2017

$233M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$912M

22.6%

$1.0B

3.5%